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At Millstone Financial Group, we believe your success relies on the strength of your relationship with your advisor, and so, it’s our mission to make our clients and their goals our first priority. Our guiding principle is: People first, numbers second.
By crafting tailored financial plans based on your individual dreams and struggles, we can help you weather the challenging times while providing you with solutions to better reach your financial goals. In order to develop your plan without missing a detail, we utilize a four-step process.
This thorough analysis is designed to help you see how your current retirement plan is working for you, where you can improve, and which opportunities you need to capitalize on. We do this through a 5-point evaluation of your current retirement plan and finances:
• Retirement Income Projection
• Investment Portfolio Analysis
• Investment Portfolio Fee Report
• Tax Liability Analysis
• Social Security Review
In our second meeting, we’ll go over your Millstone Awareness Analysis and discuss strategies that we feel can improve your situation. Then, it’s time to get started. If we have both decided to work together, our team will begin to collect the necessary documents and information we need to implement the stages of your customized action plan.
This will enable us to create your custom Millstone Advisory Plan, leaving you with the confidence in knowing you’re headed in the right direction.
At this point, we will begin the implementation process of moving your assets and adjusting your portfolio according to the plan. No financial plan should be set in stone. We prefer to think of your custom plan as a living, breathing document that changes as you do.
Your custom retirement plan will include:
• Income Plan
• Investment Plan
• Advanced Planning (Tax, Healthcare, and Legacy Planning)
We’re here as your trusted advisors over time. In addition to consistently monitoring your plan, we welcome any questions you have and provide guidance as your life evolves. Together, we’ll regularly review your financial progress, discuss life changes, and modify your plan as necessary.
At Millstone Financial Group, we specialize in helping individuals and families plan their ideal retirement. Our goal is to assist you with protecting and growing your assets, while providing strategies to help you maximize your income in retirement. Our typical client is 55+ with at least $500,000 in investable assets. However, our goal at Millstone Financial Group is to see everyone succeed financially, so we are open to speaking with clients who may not fit these criteria.
The analysis is designed to help you see how your current retirement plan is working for you, where you can improve, and which opportunities you need to capitalize on. We do this through a 5-point evaluation of your current retirement plan and finances like:
Yes. During our initial meeting, we conduct an exploratory discussion to learn more about you, your goals and dreams in retirement. Our guiding principle is: People first, numbers second. Just as important, its a chance for you to learn more about the firm to determine if our firm is a fit and how we might assist you in the achievement of your retirement goals.
Millstone will provide a thorough analysis to develop effective investment strategies. We monitor your investments regularly to help attain expected performance. Your retirement goals will determine the strategy and which investments we select.
In most cases, we are compensated as a percentage of the assets we manage for our clients. However, where it is in the clients best interest to have us paid by insurance commission instead of an ongoing fee we will let the client know and educate them on the pros and cons.
Whatever is most comfortable for you. We prefer to have regularly scheduled meetings customized to meet your needs. We can meet in person, by phone or web for your convenience.
Send us a message or give us a call if you have a specific question in mind. We look forward to hearing from you.
*These testimonials were given by current clients of Millstone Financial Group. There was no compensation paid for these testimonials. The clients giving these testimonials were directly solicited by Millstone Financial Group.
Awareness of your financial standing is the first step to improving your financial situation and making better decisions. Pinpoint exactly where your investments are falling short of your goals by completing your Millstone Awareness Analysis.
This no-cost consultation helps you better understand your position and where you may need to course-correct.
Take the guesswork out of your financial planning by scheduling your awareness analysis today.
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All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results.
Opinions expressed herein are solely those of Millstone Financial Group and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered through Millstone Financial Group Limited Liability Company dba Millstone Financial Group, an Investment Advisor in the State of New Jersey. Insurance products and services are offered through Millstone Financial Group Limited Liability Company. Millstone Financial Group Limited Liability Company is not affiliated with or endorsed by the Social Security Administration or any government agency. Being registered as an investment adviser does not imply a certain level of skill or training.
The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of New Jersey or where otherwise legally permitted.
Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
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